Monitor Lead Nurturing Agent Activity with Agent Analytics (Beta)

The Lead Nurturing agent Tableau dashboard helps sales leaders and sales operations managers understand how Agentforce Lead Nurturing is helping to achieve business outcomes, including lead pipeline generation and sales team productivity. The Tableau dashboard provides additional metrics that aren’t available in Agentforce Control Center and lets you dive deeper into the numbers to gain insights for your business.

Required Editions

Available in: Lightning Experience in Enterprise, Performance, and Unlimited editions with Sales and the Agentforce Lead Nurturing and Data 360 add-ons.

Note The Agentforce SDR name has changed to Agentforce Lead Nurturing. The new name better describes the work the agent does to nurture existing prospects and differentiates it from the Agentforce Lead Generation agent template.

• Set Up the Agent Analytics Lead Nurturing Dashboard (Beta)
  The Agent Analytics Lead Nurturing dashboard works with your Lead Nurturing agent and Data 360 to provide the key metrics you need to understand and optimize your business. Both Agentforce Lead Nurturing and Data 360 must be enabled in order to set up the dashboard.
• Get Insights with the Agent Analytics Lead Nurturing Dashboard
  The Agent Analytics Lead Nurturing dashboard helps you understand how effectively your agent performs and helps you to identify areas you can improve. There are two tabs on the Lead Nurturing dashboard: Overview and Agent Effectiveness.